Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, August 18th at 7 pm ET. I'll be joined by Bill Bernstein, author of The Four Pillars of Investing. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Under Pressure (Humble Dollar) 2. How to Use TIPS in Your Portfolio (Amy Arnott) 3. Retirement planning:...
12 days ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, July 21st at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Be Safe: I'm getting reports that somebody is impersonating me on Facebook, sending friend requests, and trying to sell some crypto scam. I do not send out friend requests, I'll never ask you to...
19 days ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, July 7th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Be Safe: I'm getting reports that somebody is impersonating me on Facebook, sending friend requests, and trying to sell some crypto scam. I do not send out friend requests, I'll never ask you to...
26 days ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, July 7th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (Kitces) 2. The TIP ETF just hit a meaningless milestone (TIPS Watch) 3. Social Security Is Still...
about 1 month ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, July 7th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. How Social Security Spousal Benefits May Change My Claim Date (Retirement Manifesto) 2. Social Security's Trustees Report Is Scary. But Don't Rush to Take Benefits Early (Larry...
about 1 month ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, July 7th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Retirees: Doing Better with Less (PDF) (David Blanchett) 2. Financial Lessons from My Family’s Experience with Long-Term Care Insurance (WCI) 3. How Does Your 60/40 Portfolio...
about 2 months ago • 2 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, June 16th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. My Biggest Surprise in Retirement (Retirement Manifesto) 2. Very Bad Advice (Morgan Housel) 3. Retirement Isn't a Number. It's a Vision (Planning Together) My Videos & Articles 3...
about 2 months ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, June 16th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. What’s the Best Withdrawal Strategy in Retirement? (Of Dollars And Data) 2. Vanguard Target-Date Fund Investors Bought (and Sold) Themselves an Extra $23 Billion (Jeffrey Ptak) 3. 3...
2 months ago • 1 min read
Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, June 2nd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Almost Every Financial Planning Decision Requires Judgment (Oblivious Investor) 2. “ReFire” Instead Of ‘Just’ Retire: A Framework To Help Clients Plan For Purpose In Retirement...
2 months ago • 1 min read